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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,599 | $48,267+9.0% | $68,808-23.6% | $68,486-23.2% |
| Participation rate | 67.7% | 60.7%+7.0pp | 69.0%-1.3pp | 67.9%-0.2pp |
| Annual return | -9.43% | -12.70%+3.3pp | -6.37%-3.1pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,485 | $1,829-18.8% | $2,656-44.1% | $2,597-42.8% |
| Participant deferral / active EE | $2,242 | $2,867-21.8% | $3,942-43.1% | $4,028-44.3% |
| Admin fee / account holder | $5,647 | $4,362+29.4% | $4,936+14.4% | $5,404+4.5% |